Latest Expert Opinions

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PAST TOP PICK
PAST TOP PICK
July 31, 2020
(A Top Pick Jun 24/19, Up 12%) The only company that can manufacture disposable, consumable medical products, especially syringes. They benefit from the pandemic and will benefit from the aging population.
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(A Top Pick Jun 24/19, Up 12%) The only company that can manufacture disposable, consumable medical products, especially syringes. They benefit from the pandemic and will benefit from the aging population.
PAST TOP PICK
PAST TOP PICK
July 31, 2020
(A Top Pick Jun 24/19, Up 29%) If you believe interest rates will continue to be low, the company's business model is very attractive. It can use the cashflow to continue acquiring software companies. It will probably become an enormous company and continue to grow. It is undervalued.
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(A Top Pick Jun 24/19, Up 29%) If you believe interest rates will continue to be low, the company's business model is very attractive. It can use the cashflow to continue acquiring software companies. It will probably become an enormous company and continue to grow. It is undervalued.
TOP PICK
TOP PICK
July 31, 2020
A new investment for him. A US broadband cable company. They announced positive earnings. They are still adding new business and mobile customers. It is buying back stocks aggressively right now. (Analysts’ price target is $584.28)
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A new investment for him. A US broadband cable company. They announced positive earnings. They are still adding new business and mobile customers. It is buying back stocks aggressively right now. (Analysts’ price target is $584.28)
TOP PICK
TOP PICK
July 31, 2020
The company benefitted from the pandemic. Their takeout and delivery business is doing well. A technology company with smart loyalty and ordering system. A good royalty business. (Analysts’ price target is $424.92)
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The company benefitted from the pandemic. Their takeout and delivery business is doing well. A technology company with smart loyalty and ordering system. A good royalty business. (Analysts’ price target is $424.92)
TOP PICK
TOP PICK
July 31, 2020
Driving is up 50% from January. People aren't flying for vacation. It is the biggest producer of fuel in Canada. They have set their sights in the US. They are ready to make some acquisitions in the states. He expects many years of growth. Undervalued. (Analysts’ price target is $41.15)
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Driving is up 50% from January. People aren't flying for vacation. It is the biggest producer of fuel in Canada. They have set their sights in the US. They are ready to make some acquisitions in the states. He expects many years of growth. Undervalued. (Analysts’ price target is $41.15)
BUY
BUY
July 31, 2020
Going on two years, he's been bullish on gold and gold miners. Gold miners are the biggest position in all his defensive portfolios. It will be more volatile than it has been, but he believes there is still lots of room to run still.
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Going on two years, he's been bullish on gold and gold miners. Gold miners are the biggest position in all his defensive portfolios. It will be more volatile than it has been, but he believes there is still lots of room to run still.
BUY
BUY
July 31, 2020

Globally focused, sleep at night dividend ETF that he manages. He tries to generate a yield around 4%. Curently it is at 4.07% yield. He is placing money in ETFs all around the world. The biggest position in this ETF is gold equities. A very defensive fund.

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Globally focused, sleep at night dividend ETF that he manages. He tries to generate a yield around 4%. Curently it is at 4.07% yield. He is placing money in ETFs all around the world. The biggest position in this ETF is gold equities. A very defensive fund.